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Jun 27, 2024

unPrepared, Heirs at Risk

No one likes negative surprises, especially after planning carefully to avoid them. Merely sounding the alarm on the hidden dangers of inherited wealth does little to solve the problems. And sometimes the greatest risks aren't foreseen. unPrepared contains insights and best practices from an array of experts in the legacy field with focused questions that will help you look for vulnerabilities in your plan.
by Tom Conway, Lori Coonen, Daryle Doden, Steve Gardner, Bill High, Frank Mullins, Alan Pratt, Jeff Rogers, Johnne Syverson, Louis Upkins